+19,745.1%
COST vs RMD
+36,837.6%
-17,092.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -3.1% | -5.0% | +1.8% | -2.4% |
| 30D | -2.8% | +2.2% | -5.0% | -3.2% |
| 3M | -5.7% | +17.8% | -23.5% | -8.3% |
| 6M | -8.8% | -11.3% | +2.6% | -7.4% |
| YTD | +6.7% | -4.4% | +11.1% | +6.9% |
| 1Y | -3.6% | -15.7% | +12.1% | -1.6% |
| 3Y | +75.1% | +47.7% | +27.3% | +61.3% |
| 5Y | +108.9% | -19.2% | +128.1% | +109.5% |
| 10Y | +586.2% | +280.4% | +305.8% | +440.0% |
| All | +19,745.1% | +36,837.6% | -17,092.5% | +9,164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling